LOTAX Mutual Fund
LOTAX Mutual Fund
NAV$14.32
AUM$19M
TER2.06%
Holdings222
See how much of LOTAX you already own
LOTAX Mutual Fund
NAV$14.32
LoCorr Market Trend Fund Class A
AUM$19M
TER2.06%
Holdings222
See how much of LOTAX you already own
LOTAX Mutual Fund Sector Allocation
LOTAX sector allocation breaks down across Financials (41.5%), Consumer Staples (2.1%), Health Care (1.8%), Real Estate (1.7%), Industrials (0.8%). Across 222 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
LOTAX sector exposure is important for understanding concentration risk. With Financials at 41.5%, the fund has significant sector concentration.
LOTAX by country shows geographic exposure. LOTAX overlap reveals how sector exposure compares with other funds.